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Rocket Lab & Netflix Deep Dive | Cerebras vs. NVIDIA: The $30 Billion AI Inference Battle
Is Cerebras Systems the next great AI chip stock or a red-hot IPO priced for perfection? In this episode of 7investing Live, Simon Erickson and executive producer Heather Horton welcome back Nick Rossolillo, co-founder of Chip Stock Investor, to break down three of the market's biggest stories.First up: Cerebras Systems (NASDAQ:CBRS), the wafer-scale chip maker that just IPO'd at a $40+ billion market cap. With 44GB of SRAM embedded directly on the chip, Cerebras was purpose-built to solve AI's "memory wall" problem for inference workloads. Now it's reportedly landed a ~$10 billion order from…
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